How to Get Consulting Clients

My greatest worry just isn’t getting purchasers.

Ask any new marketing consultant what they’re frightened about they usually’ll in all probability all reply: methods to get consulting purchasers.

Once you’re simply beginning out as a freelancer, it might probably really feel unimaginable to search out purchasers on your fledgling enterprise.

After working as a contract advertising marketing consultant for just a few years, I’ve realized quite a bit about discovering new consulting purchasers. I’ve additionally learn numerous articles that merely record locations to search out potential purchasers however don’t let you know methods to win them over. That’s not what this text is about.

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On this article, I’m going to share actually actionable steps for touchdown purchasers — not simply the place to search out purchasers however methods to ship them a pitch they will’t refuse, persuade them to leap on a name, signal the consulting proposal, and ultimately, validate your work by means of superior testimonials and refer you to others.

This information on buying purchasers on your consulting enterprise may be condensed into the next steps:

  • Create a web based presence that draws the precise form of purchasers
  • Craft a stellar pitch
  • Deal with a discovery name to make sure you and a shopper are the precise match
  • Write a profitable proposal
  • Tackle any purple flags and deal with negotiations

Now, are you able to discover ways to get consulting purchasers? Let’s get began.

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1. How you can Appeal to the Proper Consulting Purchasers

Earlier than you even start in search of consulting purchasers, you could work out who they’re and create a web based presence or portfolio to attract them in.

Now, I wish to be clear right here: I’m not saying you need to solely depend on your on-line presence to amass new purchasers. You don’t have the time to attend round!

However having a stellar on-line presence is essential earlier than you begin reaching out as a result of potential purchasers shall be researching you. Having a good on-line presence/portfolio will assist persuade them to rent you.

READ MORE: 7 Fail-Proof Client Acquisition Methods To Help Your Business Grow

Excellent your portfolio

When you may not want a flowery web site, you do want portfolio entries that talk to your expertise and previous outcomes.

Share examples of your earlier work and elaborate on the challenge to offer it context. Clarify what you achieved, how you probably did it, and to high all of it off, make sure you embody a testimonial from the shopper.

You wish to present as a lot proof that you simply’re the actual deal.

When you don’t have the finances to rent an online developer, use Squarespace or Weebly, which have WYSIWYG web site builders that make it simple for anybody to make use of.

Now, you’re in all probability pondering, “How am I supposed so as to add entries to my portfolio if I’m a brand new marketing consultant?”

Nice query! Listed here are some methods to do exactly that:

Use work out of your earlier jobs (so long as you’ve consent out of your former employers). The work you’ve executed as an worker is completely related to your work as a marketing consultant. When you’re a monetary marketing consultant who used to work in an accounting division, share along with your potential purchasers how your earlier employer benefited out of your work. Or should you’re an search engine optimization marketing consultant, clarify how your expertise helped purchasers rank first on Google for a selected key phrase.

Provide to work at a decreased fee to get testimonials. The important thing right here just isn’t to power a testimonial out of anybody. Merely allow them to know you’re charging much less since you’re simply beginning out and also you’re hoping to get extra testimonials as you acquire expertise.

Provide to work without spending a dime in trade for testimonials. Whereas some flip up their noses on the concept of working without spending a dime, the reality is, many new consultants do that to get a foot within the door.

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Clear up social media accounts

Do a fast search on Google on your title. What do you discover?

Are the outcomes one thing you’d be glad along with your potential purchasers discovering?

When you’ve got a forgotten Instagram account with pictures from events or a uncared for Twitter account that has nothing to do with what you are promoting, both delete them, make them non-public, or higher but—begin afresh by posting articles and ideas that assist resolve your ultimate shopper’s issues.

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Optimize your LinkedIn profile

In contrast to Twitter, Instagram, or Fb; LinkedIn is the one place that’s strictly for enterprise networking. So it’s an amazing place to search out potential purchasers who shall be receptive to pitching your consulting companies.

Some fast tricks to optimize your LinkedIn profile:

  • Full your profile: your potential shopper will wish to study as a lot about you as attainable. So share what your consulting service affords. Fill in your profile and record each place you’ve ever held and your accomplishments.
  • Personalize your profile URL: LinkedIn affords the chance to make use of an arrogance URL on your profile. In your profile web page, click on Edit public Profile & URL on the precise rail. Beneath Edit your customized URL in the precise rail, click on the Edit icon subsequent to your public profile URL and kind your most popular customized URL however make it knowledgeable one!
  • Ask for suggestions: your consulting enterprise could also be too younger to achieve any testimonials, however you possibly can actually get suggestions for jobs you’ve held prior to now. Reap the benefits of this characteristic to showcase your expertise.
  • Use knowledgeable headshot: ensure you have a photograph set in your profile and make it one.

READ MORE: 4 Online Business Ideas for Absolute Beginners

2. The place to Discover Consulting Purchasers

Now that you simply’ve created a stellar portfolio, spruced up your social media presence, and juiced up your LinkedIn profile, you’re prepared for some purchasers to see them.

The query now’s: how are you going to search out new purchasers?

Publish a web site

I can’t overstate how highly effective it’s for you as a enterprise proprietor to take care of a web site or weblog with constant, invaluable posts.

Your weblog turns into a priceless asset that may assist readers get to know you, study from you, and ultimately, wish to rent you.

Optimize your web site for Google.

Particularly should you plan to work for purchasers regionally, you want native search engine optimization to rank for searches for consultants in your space. Along with that, you will have each weblog publish to be optimized for key phrases that your ultimate purchasers could also be looking out.

Publish weblog posts that may reply questions your ultimate shopper is asking.

Not solely is that this nice for search engine optimization, however it additionally helps you stand out as an knowledgeable in your area of interest. I not too long ago employed a writing coach as a result of I had been studying her weblog, realized extra about her expertise, and grew to belief her.

In certainly one of her weblog posts, she briefly talked about that she provided writing teaching and had a hyperlink to her companies web page. I employed her immediately.

Be certain that your web site has a distinguished “Work With Me” web page. On that web page, element what companies you provide and the way your potential purchasers can get in contact.

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Job listings

Many firms are pouring tons of sources into long-term employment positions to fill wants that may greatest be stuffed by a marketing consultant.

One factor you are able to do is reply to employment postings, however pitch them your consulting companies as a substitute.

Attempt positioning it as a manner the corporate can lower your expenses.

For instance, as a substitute of a startup hiring a full-time advertising director to create a launch technique for a brand new product, wouldn’t it’s higher for them to rent a advertising marketing consultant who can craft a technique after which hand it off to them to implement?

Level out that it could free them from further prices comparable to paying for worker advantages.

One caveat, make it very clear upfront that you simply’re not making use of for the place as listed, in any other case you danger losing each events’ time.

To seek out job listings, strive taking a look at:

Referrals from earlier and present purchasers

Even when your working relationship with a consulting shopper is winding down, don’t see it as the top.

It’s best to keep up a correspondence and have an offboarding course of that wows them; in any case, you by no means know when they might want to rent you once more. Plus, they in all probability know somebody who wants your assist.

On the finish of each challenge with a shopper, I prefer to ship an offboarding e mail that does the next:

  • Thank them for his or her enterprise.
  • Lists bullet factors highlighting the outcomes you’ve helped them obtain.
  • Asks them for suggestions (this may later be become a testimonial, with their permission).
  • Ask them if they might refer you to a different one who would possibly want your assist too.

Right here’s a template you need to use:

Hello [client name],

Now that we're wrapping issues up with [project name], I needed to assessment a few of the issues we have achieved whereas working collectively:

It’s been a pleasure working with you, and I’m so happy with the outcomes we’ve seen collectively. On the finish of each challenge, I prefer to ask my purchasers some questions so I can proceed to enhance my companies. When you’re proud of my work, I’d additionally like to make use of a few of your solutions in a testimonial on my web site and advertising supplies along with your title and URL included. Is that okay with you? Please reply inline to those questions:

  1. What made you determine to rent a marketing consultant?
  2. What have been some hesitations you had as you regarded for a marketing consultant?
  3. What outcomes have I helped you obtain?
  4. What did you want greatest about working with me?
  5. What may I’ve executed higher?
  6. Would you suggest me to your colleagues? If that’s the case, what sort of particular person do you suppose would profit from working with me?
  7. Anything you’d like so as to add?

When you get your shopper’s replies to these solutions, hopefully, they’re good and can be utilized as a testimonial.

I often put the solutions collectively into just a few paragraphs, edit for readability, after which ship the completed testimonial to the shopper and ask them to approve it earlier than I publish it.

I additionally inform them they will write their very own testimonial from scratch in the event that they’d want. Nearly each time, although, I discover they prefer it once I use their solutions to craft the testimonial.

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Chilly pitching

Once you want new purchasers quick, chilly pitching is one of the best ways to take issues into your personal arms!

Folks typically attempt to keep away from doing this, however it’s a part of how I quadrupled my enterprise income in just some months.

The fundamentals of chilly pitching are:

  • Determine a shopper you wish to work with
  • Determine an issue they’ve (and perhaps don’t notice) which you could repair.
  • Attain out with a killer pitch.

Once you chilly pitch, you’re carving out a brand new path; versus responding to a job posting, the place you’re competing with different consultants vying for a similar job.

The place to search out purchasers to chilly pitch:

  • The manufacturers and other people you already comply with
  • Just lately funded startups on AngelList
  • Employment postings
  • New enterprise bulletins within the newspaper

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3. How you can Chilly Pitch Your Approach to a New Shopper

Perfecting the artwork of chilly pitching is particularly essential. Bear in mind, this particular person did not ask you to e mail them. They don’t know you.

Mainly, they’ve each cause to disregard your pitch. You’re up in opposition to some massive challenges to win them over.

There are just a few methods you possibly can make use of to achieve some new purchasers.

Parts of a Profitable Pitch

Be private. If a prospect opens your e mail and sees “Expensive Sir/Madam” or “Expensive Enterprise Proprietor”, you higher consider that e mail goes straight to spam.

Take the time to search out out the title of the particular person you’re emailing.

However getting the title proper is only the start. Each pitch you ship must be personalised in a manner that reveals that you simply perceive that potential shopper’s enterprise, wants, or wishes.

Do your analysis, and spend the additional half-hour it takes to craft a customized message to every prospect. A replica-and-paste job shall be apparent, and it’ll make the recipient really feel as if you don’t actually care.

Determine an issue and resolve it without spending a dime. I’m an enormous fan of giving experience away without spending a dime as a result of it lets you acquire belief along with your viewers and show you already know what you’re speaking about.

This pays off in a serious manner in a while.

So in your pitch e mail, don’t simply inform them what you’d love to do for them e.g. aid you develop your Instagram following, however inform them how you propose to do it. The extra particular, the higher.

It reveals you’ve executed your analysis.

For instance, once I needed to start out providing search engine optimization copywriting to startups, I discovered one startup whose app I beloved, and I actually needed to work with them. Earlier than I pitched them, I did some key phrase analysis, and in my e mail to the founder, I advised him precisely which key phrases his firm may rank for and the way I deliberate to assist him do this.

I gave the define of my plan away without spending a dime to entice them. And guess what? The expansion supervisor for that firm ended up reaching out to me and needed to rent me for search engine optimization weblog writing!

Many consultants are afraid to offer their experience away without spending a dime — don’t be! It typically pays off later.

Pave the way in which for them to say sure.

When you’re attempting to get somebody to do enterprise with you, don’t make them soar by means of hoops to take action! In your pitch, embody every thing they should decide in the event that they’d prefer to work with you, together with:

  • Your first and final title
  • A hyperlink to your web site
  • Your telephone quantity

Have a transparent name to motion.

Simply as with all high-converting copy, you could add a transparent name to motion on the finish of your pitch e mail.

What’s it that you really want the recipient to do? Would you like them to schedule a free 15-minute name to assessment their gross sales funnel technique? Would you like them to answer with some accessible occasions this week to debate their social media accounts?

No matter it’s that brings that shopper to the following step of your gross sales funnel, make sure you inform them that particularly on the finish of the e-mail. And that is essential: don’t make it an enormous soar or an enormous funding; they’re simply attending to know you!

The decision to motion in your pitch e mail must be easy, simple to finish, and free.

So as a substitute of claiming, “E-book an $800 social media bundle right now,” strive “When are you accessible for a 15-minute chat about how I might help you get extra leads through Instagram?”

Comply with up. At all times.

When you don’t hear again, don’t hand over! However don’t be pesky both.

I often wait one week, and if I don’t hear again, I ship a follow-up e mail. Many salespeople will suggest following up a bunch extra occasions after that, however truthfully, I depart it at one follow-up.

In the event that they don’t reply after two emails, I transfer on as a result of I don’t wish to construct a popularity as an annoying marketing consultant.

4. How you can Allure Your Prospect Through the Discovery Name

It’s completely pure for anybody to get the jitters earlier than a telephone name with a stranger. However getting a prospect on a name is essential in changing them to a shopper.

When you’re nervous, strive role-playing with a good friend, training in entrance of a mirror, and even recording your self. This would possibly really feel foolish at first, however similar to something, it will get simpler as you apply.

So what must you say on a discovery name? I’m a agency believer that as a marketing consultant, you need to take the lead within the name.

Begin out by shortly summarizing the aim of this assembly. You may say one thing like, “Thanks a lot for taking the time for a 15-minute name. I’ll begin out by asking you some questions so I can make certain we’re match. Then, in fact, you possibly can ask me any questions you may need about my companies. Does that sound good?”

Then begin by highlighting the issue they’re coming to you with and reiterating their want.

For instance, “So it sounds such as you’re wired, and also you need assistance implementing methods that aid you automate what you are promoting so you possibly can have extra time with your loved ones. Is that proper?”

The questions I all the time ask:

  • How will you measure success? I like this query as a result of, with a view to make a shopper glad, you could know what makes them glad. Will they measure success by what number of new web site guests they get? Or will they measure success by how many individuals obtain their free app? Outline success early on so that you by no means misunderstand what the targets are.
  • Image your dream life after working with me. What does it appear to be? This query is nice for 2 causes: Just like the above query, it lets you perceive what’s actually essential to your shopper. Additionally, it helps the shopper think about what it’s prefer to work with you, and it helps them visualize reaching success with you.
  • What hesitations do you’ve about working with me? This query could appear blunt, however it’s my favourite. When you’ve bought your potential shopper on the telephone, that is the proper time to deal with any hesitations they’ve about you. I additionally suppose this reveals confidence, because it reveals you’re not afraid of trustworthy suggestions and open communication.

On the finish of the decision, wrap it up by reviewing what you’ve mentioned, sharing why you’re assured you possibly can assist, and telling them what the following steps are.

Be clear to them once they can count on to obtain a proposal from you, after which comply with up.

5. Crafting the Excellent Consulting Proposal

Proposals are available all styles and sizes and can range broadly relying on the consulting companies you provide. Some consultants ship proposals first after which separate contracts.

I want to have my proposal and contract as one doc, so the shopper can learn what I’m proposing after which log out on the scope, timeline, and value.

On this article linked under, we go actually in-depth on methods to compose a consulting proposal, the instruments you’ll want, the anatomy of the proper consulting proposal, and a few templates. I recommend you head over to that article should you’re eager to study extra.

READ MORE: How to Write the Perfect Consulting Proposal With The Best Tools and Templates

In a nutshell, listed here are the important components you need to embody in your consulting proposal:

Cowl Web page

A canopy web page is strictly that, a canopy on your proposal that shows your organization’s model, the shopper’s title, challenge, and date for reference.

Govt Abstract

The following half is forming an govt abstract, which is mainly your entire challenge summed up on a single web page. The manager abstract ought to broadly spotlight the shopper’s points and challenges, and the way you propose on tackling or addressing them.

Venture Define/Scope of Work

Now, that is the a part of the doc the place you wish to be ultra-specific as a result of when the dreaded “scope creep” rears its ugly head, you’ll have this doc for reference, which clearly outlines what you’ll (and won’t) do for the proposed price.

So, should you’re being employed to put in writing for a shopper’s weblog, make sure you define what number of phrases you’ll write, what number of revisions are included, and so on. Or should you’re being employed as a life coach, specify what number of teaching calls are included, how lengthy every name shall be, if there shall be any e mail assist allowed, and so on. You don’t wish to depart any room for confusion right here otherwise you would possibly lose out on money and time.


Just like scope of labor, you may additionally discover it essential to stipulate deliverables, that are mainly the identifiable finish merchandise you may be “delivering” to the shopper.

There may be a variety of overlap right here, however the distinction between the scope of labor and deliverables is likely to be greatest defined with an instance.

Let’s say you’re a contract copywriter being employed to put in writing an e-book to generate leads for a corporation. Your scope of labor part would possibly embody issues like studying extra concerning the firm’s model, researching opponents, writing the e-book, and revising it.

Your deliverable, nonetheless, is likely to be a ten,000-word e-book, totally formatted and delivered through Google Docs.


consulting proposal manages expectations so no undesirable surprises pop up. A part of that requires outlining while you count on to finish the challenge.

So, in your timeline part, reply:

  • When does the challenge start?
  • When does the challenge finish?
  • Are there any milestones in between?

On the latter level with lengthy initiatives, it may be useful to have checkpoints for accomplished work. This might help you handle your time and construct confidence within the shopper that issues are going as deliberate.

You too can use milestones to launch partial cost of funds. Simply make sure to not pin your self down with too many milestones, to permit some flexibility in your workflow.

Charges and Fee Phrases

Make it clear what your charges are and what they embody. Additionally, specify due dates, accepted cost strategies, and cost phrases.

For instance, should you require a 50 p.c preliminary cost, ensure you clearly state that you’ll not start work till the shopper has submitted the primary cost.

Shopper Necessities

This part of a consulting proposal isn’t that fashionable, however I personally all the time embody it and discover it essential.

Many occasions, when there are delays on consulting initiatives, the bottleneck lies with the shopper. For instance, each internet developer is aware of the ache of being stalled on a construct as a result of they’re ready on property from the shopper.

If there may be any a part of your job that might be stalled by means of no fault of your personal, make certain to record it right here.

Expiration Date

Once more, this isn’t a preferred part for consulting proposals, however for me, it’s a must have! Placing an expiration date on the proposal protects you from having a potential shopper come to you three months later wanting to just accept your proposal.

As you already know, by that point, you is likely to be totally booked or your costs is likely to be increased. A shopper can’t fairly count on you to drop every thing and fulfill the challenge in your proposal in the event that they don’t act shortly. That’s why I strongly beneficial telling the shopper when the proposal will not be legitimate.

Optionally available: Contract Phrases

Some consultants will ship over a proposal for the shopper to signal and approve first, then will ship over a separate contract for the shopper to signal. I want to avoid wasting time and vitality by having my proposal function a contract too.

When you select to make yours a proposal-contract mixture, add any phrases and situations right here.

Widespread ones embody cancellation, cost phrases, and an unbiased contractor clause. When you need assistance, use a proposal template from any of the companies talked about above.

How you can ship the consulting proposal

When you’ve crafted your proposal, you possibly can hold issues fast and easy by sending it on-line for an digital signature.

For a free device, strive AND.CO — it permits you to ship a proposal and get alerted when it’s been seen. consulting proposal acquiring clients

What to do if the shopper needs revisions?

It’s frequent for a shopper to ask for revisions to the proposal earlier than they signal it. Don’t be discouraged; that is all a part of the negotiation course of.

It’s greatest to get on the telephone with them to debate what their issues are and what they’d prefer to see modified. Then allow them to understand how a lot time you’ll have to revise and resubmit the proposal.

Different proposal ideas

Ship the consulting proposal promptly. Be sure you ship the proposal by the point and date you promised. If you are able to do it inside 24 hours, even higher.

Comply with up, it doesn’t matter what. So that you despatched the proposal two days in the past and haven’t heard again? At all times, all the time comply with up.

At all times, all the time comply with up.

And keep in mind, the follow-up continues to be a gross sales alternative. So don’t say, “I’m simply following up. Did you’ve any questions after our name?” Add worth by reiterating your shopper’s wishes and providing recommendation on how you’ll assist them get there.

Right here’s an instance:

Hi there [potential client's name],

I actually loved our name yesterday, and I have been serious about what you mentioned about needing a stronger Instagram presence. I believe you could possibly begin working with influencers in your area of interest to amplify your model. I've connected an inventory of Instagram influencers I've recognized who'd be excellent for what you are promoting.

What do you suppose? And please let me know in case you have any questions concerning the proposal. Pleased to hop on one other name. I actually suppose we would work properly collectively in crafting an Instagram technique that may increase your gross sales by a minimum of 20%.

At all times restate your shopper’s true want. They don’t simply desire a social media marketing consultant, for instance. They wish to make extra gross sales by harnessing the ability of Instagram.

Show to them you will get them what they need, they usually’ll rent you. After all, don’t make empty guarantees. Inform them why you’re assured you possibly can assist them, and remind them of the outcomes you’ve helped others obtain prior to now.

6. Purple Flags and How you can Reply

Purchasers are folks too. They’ve their very own ambitions, motives, and targets. Typically these issues may not align with what it’s important to provide.

When you come throughout a shopper who displays any of those purple flags, listed here are some options to maneuver out of the sticky scenario and win the potential shopper.

The shopper is caught on value

It’s comprehensible for a prospect to hesitate to make an enormous funding; they’ve simply met you, in any case, they usually can’t ensure that you’re going to ship in your promise.

Nonetheless, if a prospect is undervaluing your companies or attempting to get a discount, then run.

I prefer to abide by this maxim: by no means negotiate on value, simply scope. In different phrases, you shouldn’t decrease your value as a result of it’s out of a prospect’s finances. You may, nonetheless, reduce on what you’ll do and thereby decrease the value.

By no means negotiate on value, simply scope.

Why must you negotiate on scope, however not value? When you decrease your charges for a shopper, it indicators just a few issues:

  • Your charges have been by no means set to start with, and also you pulled them out of skinny air.
  • That shopper is undervaluing your companies and experience.
  • That shopper is more likely to do one thing comparable sooner or later and/or be a troublesome shopper as a result of they’re simply in search of a deal.

READ MORE: How Much Should I Charge as a Consultant? A Consultation Fee Breakdown

The shopper isn’t certain you’re the precise marketing consultant for them

Typically you’ll get by means of the invention name and suppose somebody is the proper match, however they’re not so certain about you.

To provide you an opportunity to wow them whereas reducing their danger, you are able to do a few issues:

  • Provide a paid trial. Perhaps the shopper isn’t able to decide to a three-month teaching program with a $2,997 funding. However perhaps they’re able to strive it out for one month at $1,000.
  • Provide a money-back assure (dangerous). As an final present of your confidence, you could possibly provide a money-back assure. Simply notice it is a massive danger in your half. When you select to go this route, make sure you clearly outline the phrases of the assure, get it in writing, and have it signed.

The shopper thinks it must be ‘simple’

This can be a big purple flag. If a shopper pushes again in your pricing or timeline by saying, “This must be a simple job,” or, “It shouldn’t take that lengthy,” they’re grossly underestimating what good consulting entails.

If it actually have been that simple, they’d be doing it themselves!

If a shopper doesn’t see the actual worth and complexity of what you’re attempting to perform for them, they’re in all probability not a great shopper.

When you select to work with them, they’re more likely to be nitpicky and impatient, since in any case, they figured it must be “simple” anyway.

The shopper is in a rush to get it executed

Many consultants cost a rush price if a shopper wants one thing executed shortly. Why?

Consider a rush price as a device. It ought to serve two distinct functions:

  1. Rush charges ought to deter prospects from asking for rush jobs
  2. Rush charges ought to cowl your alternative prices

So if a shopper is telling you they want one thing by tomorrow afternoon, it’s utterly acceptable to cost an additional price for the push. In the event that they balk, they’re in all probability not a shopper you wish to work with.

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Wrapping It Up: How To Get Consulting Purchasers

If there’s something I need you to remove from this publish, it’s that getting purchasers on your consulting enterprise isn’t as laborious as you suppose, however it additionally isn’t as simple as you would possibly hope.

Getting purchasers is rather more than simply figuring out the place to look. Bear in mind these essential steps for locating the precise consulting shopper:

  • Create a web based presence that draws the precise form of purchasers
  • Craft a stellar pitch
  • Deal with a discovery name to make sure you and a shopper are the precise match
  • Write a profitable proposal
  • Tackle any purple flags and deal with negotiations

It could look like a variety of steps, however it will get simpler as you develop your clientele. And to me, all of the hustle is price it to work with purchasers you’re keen on and pursue a profession that you simply get pleasure from.

What are some strategies you’ve used to get purchasers on your consulting enterprise?

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